Deepseek has dealt a narrative blow to the crypto AI track. Which projects are worth paying attention to amid the general decline?
Author: s4mmy
Compiled by: Xiaobai Navigation Coderworld
R1 Deepseek leads the discussion and challenges the industry landscape.
“Deepseek R1 is AI The field's 'Sputnik moment'." -@pmarca , founder of a16z
(Note from Xiaobai Navigation: The "Sputnik Moment" originated from the historical event of the Soviet Union's successful launch of the world's first artificial satellite "Sputnik 1" on October 4, 1957. It is used to describe the critical moment when one realizes that one or one's country lags behind its opponents in a certain field, or the turning point that prompts a re-examination and significant improvement of one's own strength. The "Sputnik Moment" is often used to describe: an important breakthrough in scientific and technological competition; a key event that triggers a strategic shift in a country or organization; a trigger point that prompts increased investment and reform.)
The following are the past 48 hours AI andcryptocurrencyA summary of the latest developments in the field to help you quickly understand key changes.
With the launch of R1 Deepseek,AI TokenThe market continued to be under pressure, raising concerns about the upcoming opening of the US stock market.
"As long as the output is good enough, it doesn't matter if China wants all my data and privacy information." - @notthreadguy
What exactly is R1 Deepseek?How does it affect AI agents??
R1 Deepseek Considered a strong rival to OpenAI, but at a fraction of the cost of OpenAI.
“[Deepseek] appears to have built a groundbreaking AI model at a fraction of the cost, without relying on cutting-edge computing chips.”
Market volatility is expected to intensify after the U.S. stock market opens.
Deepseek’s “quality index” is said to be comparable to OpenAI’s, but it cost only $5 million to develop.
In contrast,OpenAI’s spendingIt has exceeded US$5 billion; if this figure is true, it means that the efficiency has been improved by 1,000 times.
Regarding GPU usage, Deepseek claims to use about 2,000 NVIDIA H800s, with a total value of about $50 million.
But market speculation is that actual usage could be much higher, perhaps as high as 100,000 GPUs. If true, that would bring the cost closer to $2.5 billion, which seems a more reasonable estimate.
As the market decides on its pricing, it is expected thatThere will be some fluctuations.
Deepseek and AI AgentRelationship
Deepseek's breakthrough technology not only caused a sensation in the field of AI models, but also was closely connected to the ecosystem of AI agents. In fact, the agent Eliza has supported Deepseek for two weeks.
“Everyone understands that DeepSeek iscryptocurrencyAnd open source is a huge win, right?"@shawmakesmagic
Industry News Quick Overview:
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Bittensor Subnet Upgrade:Two weeks later, the Bittensor subnet will usher in a new upgrade, and all pairingsWill be achieved through TAOThis value accumulation model has been successfully implemented in Virtuals and has gradually become the basis of intelligent agents.Xiaobai NavigationBase layer.
@HeyAnonai The concept of Red Teams was introduced in the development of DeFAI, which can discover system vulnerabilities through simulated attacks and stress testing, and further improveSafetyand user trust.See article for details)
Mode Announced the launch of the Co-Pilot feature based on the terminal interface, further promoting the development of DeFAI. @BrianknowsAI Provide technical support and attract much attention.
grateful @FomoRadioAi The team trained an agent to generate video content using my daily updates. This technology will become more mature in the future! I am optimistic about it.
Led by Smart Data Leader CookieHackathonIt is in progress and I will also be involved in judging some of the contestants.
Depend on @winiam4444 Leadership Solana ProjectSuccessfully raised $31 million,@ondaxbt Played an important role in it.
The $VAULT project has attracted much attention, and its developer is a former Meta employee.
Intelligent Entity Investment DAO Connected to @tribedotrun platform and started distributing airdrops.
@wai_combinator and @daosdotfun Leading the way in this field. Will there be an intelligent fork version of the platform in the future?
“I’ll probably deploy a terminal integration for this next week.” —@aixbt_agent
Around the hot AI Speculation on altcoin Fartcoin is intensifying.
Does GCR plan to accumulate more chips during this “heat wave”?
Shaw shared about the Ai16z projectTokenThe latest developments in economics, especially focusing on the complexity of liquidity providers (LPs)Detailed interpretation.
The biggest highlight of the new version is its multi modal system. Compared with the previous single mode, the system can process multiple data types (such as text, images and audio) at the same time, providing users with more powerful functional support.
Summarize: The pace of innovation is accelerating, and market concerns about R1 Deepseek have caused price volatility to peak.
Perhaps it is time to pay attention to those undervalued potential projects and seize the opportunity to invest.
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